Tax Professional

4 days ago


Cleveland, Ohio, United States District Partners LLC Full time
Unlock Your Tax Career with District Partners LLC

Are you a skilled tax professional looking for a new challenge? Do you have a passion for working with high-net-worth individuals and professional athletes? Look no further than District Partners LLC, a leading independent wealth management firm.

About the Role

We are seeking a talented Tax Professional to join our team in a role that offers a unique blend of complexity and high-profile client work. As a Tax Professional with District Partners LLC, you will have the opportunity to work on a diverse and engaging portfolio of tax returns, including individual, corporate, trust, and non-profit tax returns.

Responsibilities
  • Prepare and review complex tax returns for high-net-worth clients, including individual, S Corporation, C Corporation, Partnership, LLC, non-profit, gift, trust, Canadian, FBAR, general excise/use, and personal property tax returns.
  • Work closely with our tax planning team to develop tax strategies for high-net-worth clients, including quarterly estimates and year-end projections.
  • Research athletes' schedules for duty day calculations and amend tax returns to optimize tax benefits.
  • Act as Power of Attorney during IRS audits, prepare supporting documentation, and liaise with government agencies to secure timely tax refunds.
  • Serve as bookkeeper/controller for client entities, prepare journal entries, and ensure the accuracy of general ledgers and financial statements.
  • Organize and lead independent audits for non-profit foundations, ensuring compliance with GAAP and transitioning financials from cash-basis to accrual-basis.
Qualifications
  • Bachelor's degree in Accounting or a related field.
  • CPA certification or CPA candidate status required. Preference given to candidates who have already received their CPA certification.
  • Minimum of two years' experience in tax, accounting, or a related field.
  • Strong knowledge of current tax laws, especially related to high-net-worth individuals and professional athletes.
  • Familiarity with Generally Accepted Accounting Principles (GAAP).
  • Excellent verbal and written communication skills, with the ability to effectively interact with high-profile clients and their advisors.
  • Proficient in Microsoft Office and specialized tax/accounting software, including GoSystem Tax RS, SurePrep, and Bloomberg Tax.
  • Strong critical-thinking abilities, with experience in managing complex projects and meeting tight deadlines.
  • Maintain confidentiality and demonstrate a high level of integrity in all professional practices.
About District Partners LLC

District Partners LLC is a leading independent wealth management firm providing comprehensive financial services to high-net-worth individuals, families, and institutions. With a strong commitment to personalized client service, we offer a broad range of solutions including investment management, financial planning, and tax advisory. Our team-oriented culture fosters collaboration and innovation, ensuring that clients receive the highest level of expertise and support.

Benefits
  • Competitive salary with discretionary bonus opportunities.
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) plan with employer contributions.
  • Paid maternity and parental leave.
  • Tuition reimbursement for continuing education.

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